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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $505,109 | $97,729+416.8% | $83,830+502.5% | $135,379+273.1% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -8.50% | 1287.52%-1296.0pp | 850.97%-859.5pp | 519.79%-528.3pp |
| Employer contribution / active EE | $5,940 | $4,222+40.7% | $3,631+63.6% | $4,779+24.3% |
| Participant deferral / active EE | $5,514 | $4,683+17.7% | $4,082+35.1% | $5,609-1.7% |
| Admin fee / account holder | $19,967 | $6,674+199.2% | $5,479+264.4% | $10,828+84.4% |